In this episode of Future Finance, hosts Paul Barnhurst and Glenn Hopper delve into the world of AI-driven financial analysis with Andrew Einhorn. From anecdotes about early AI experiments to deep insights on leveraging data, Andrew shares how his platform helps investors move beyond opinions and make data-backed decisions.

Andrew Einhorn is an entrepreneur and data scientist with over a decade of experience in creating technology companies. As the CEO and Co-Founder of Level Fields, Andrew's mission is to make sophisticated investment analysis accessible to everyday investors. His background spans epidemiology, regulatory science, and technology, with a focus on using data to simplify complex financial landscapes. He is passionate about solving problems and democratizing investment strategies.

In this episode, you will discover:

• How AI can analyze real-time events to provide actionable investment insights for retail investors
• The role of data in replacing opinion-based decisions with factual, evidence-driven analysis
• Strategies for successfully integrating AI tools into financial decision-making processes
• Insights into the challenges and rewards of being a startup entrepreneur in the fintech space
• Key factors in building AI models specific to financial services and tailoring models to sector-specific needs

The conversation offers valuable perspectives on the transformative role AI plays in the financial industry today. Andrew’s insights emphasized the importance of moving past traditional investment analysis methods and adopting cutting-edge technology to unlock greater market opportunities.

Follow Andrew:

LinkedIn: https://www.linkedin.com/in/einhorn/

Website: https://www.levelfields.ai/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://qflow.ai/future-finance

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[02:09] – Why your company needs an AI strategy

[09:59] – Navigating the pitfalls of early AI adoption

[16:50] – Introducing Andrew Einhorn and Level Fields

[18:01] – The entrepreneurial drive and startup challenges

[24:02] – From epidemiology to AI in finance

[33:14] – How level fields makes advanced investment analysis accessible

[40:27] – Leveraging proprietary AI models in financial analysis

[44:05] – Quick-fire personal questions with Andrew

[47:12] – Closing remarks and wrap up

In this episode of the Future Finance, hosts Paul Barnhurst and Glenn Hopper do an in-depth analysis of the transformative role of AI in finance with Nicolas Boucher. With AI becoming increasingly central to the finance industry, this conversation explores how generative AI and automation are reshaping the future of financial operations, decision-making, and business strategy.

Nicolas Boucher is a finance expert and the founder of AI Finance Club, a platform dedicated to educating finance professionals about the integration of AI into their workflows. With over 15 years of experience in global finance positions at firms like PwC and Thales, Nicolas has trained more than 5,000 finance professionals. He shares his passion for AI and finance, emphasizing the importance of AI tools like ChatGPT, Python, and generative AI in driving efficiency and innovation in the finance world.

In this episode, you will discover:

• How AI and generative tools like ChatGPT can help finance professionals streamline tasks and enhance productivity.
• The importance of debiasing AI models and ensuring fairness in AI-driven decisions.
• How to incorporate Python and automation into finance operations to accelerate workflows.
• Practical insights on how companies can integrate AI without needing vast data science teams.
• The future of citizen developers in finance and the democratization of coding with AI tools.

In this episode, Nicolas Boucher discusses the vast potential of AI in finance, from automating mundane tasks to empowering professionals with tools that enhance productivity and decision-making. Ultimately, while AI is revolutionizing finance, human expertise, creativity, and strategic thinking will remain irreplaceable.

Follow Nicolas:

LinkedIn: https://www.linkedin.com/in/bouchernicolas/

Website: https://ai-finance.club/

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://qflow.ai/future-finance

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:57] Addressing bias in AI and its impact

[06:25] Your Job is Safe (for Now)

[09:50] Introduction to guest Nicolas Boucher

[13:41] AI in day-to-day business

[17:53] Generative AI and Python in finance

[25:01] AI tools for finance professionals

[30:02] Citizen developers and AI in SMBs

[35:14] How to stay ahead in AI

[40:02] Random questions segment

[46:18] Conclusion and final thoughts

In this episode of Future Finance Show, hosts Paul Barnhurst and Glenn Hopper dive deep into the revolutionary impact of generative AI on industries, with a particular focus on its implications in finance. They explore how AI transforms workflows, enhances productivity, and shifts the focus from tasks to higher-level thinking. The conversation breaks down common misconceptions about AI, such as the overhyped role of “prompt engineering,” and emphasizes how businesses can integrate AI while maintaining data privacy and security.

Conor Grennan, the guest of this episode, is the Chief AI Architect at NYU Stern School of Business and the founder of AI Mindset, a company helping leaders adopt AI effectively. Beyond AI, Conor is a New York Times best-selling author, recognized globally for his humanitarian work. His expertise lies not only in AI implementation but also in helping non-technical individuals understand and utilize AI's potential.

In this episode, you will discover:

• The reality behind generative AI myths and why prompt engineering is overrated.
• How AI transforms jobs by automating tasks, not replacing roles.
• Ways finance professionals can balance AI efficiency with data privacy concerns.
• Why adopting an AI mindset is crucial for leveraging its full potential.
• How embracing AI in your work can give you a competitive edge in your career.

For finance professionals interested in harnessing the power of generative AI while balancing efficiency and security, this episode offers practical insights and frameworks. Conor Grennan’s unique blend of technical knowledge and relatable, human-centered teaching makes this a must-listen for anyone looking to stay ahead in the AI revolution.

Follow Conor:

LinkedIn: https://www.linkedin.com/in/conorgrennan/

Website: conorgrennan.com

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

Follow Glenn:

LinkedIn: https://www.linkedin.com/in/gbhopperiii

Follow Paul:

LinkedIn: https://www.linkedin.com/in/thefpandaguy

Follow QFlow.AI:

Website - https://qflow.ai/future-finance

Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.

Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.

In Today’s Episode:

[01:59] - Concerns about data privacy in AI

[08:32] - Introduction of Conor Grennan

[10:10] - Conor's background and AI journey

[12:40] - The role of a chief AI architect

[16:42] - The truth about prompt engineering

[20:54] - The AI mindset and learning curve

[27:55] - AI’s impact on jobs

[35:23] - Conor's AI course and framework

[37:29] - Conor’s book: Little Princess

[42:47] - Conclusion and final thoughts